We are a finance firm providing accounting and retirement services in San Fernando Valley, CA.

At Dizon Financial, we take pride in developing personal relationships with our clients and are dedicated to providing financial services built on trust and loyalty.

SERVICES
 

Dizon Financial offers a variety of business accounting services. As a business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

In addition to bookkeeping services, we also provide general ledger entries, financial statements, payroll and related tax filings and whatever else may fit the needs of your business.

SERVICE HIGHLIGHTS

  • Reconcile your Bank Account

  • Generate an Income Statement

  • Generate a Balance Statement

  • Clean Up your General Ledger

Dizon Financial offers tax planning and tax preparation for individuals, partnerships, S-Corporations, C-Corporations, LLCs, and non-profits. Tax laws are complicated and extensive. Let us take on your burden of tax preparation and make sure you get all the deductions and credits you are entitled to.

We do all state returns and welcome individuals and small businesses from all areas. Stop the stress during tax season and let Dizon Financial deal with the ever-changing laws and procedures.

SERVICE HIGHLIGHTS

  • Hassle-Free Tax Planning and Prep

  • Individuals or Small Businesses

  • Educated with Current Laws and Procedures

  • Get the Tax Deductions and Credits you Deserve

Index Accounts are a great addition to your retirement planning. In short, these accounts earn interest based on changes in value of a major market index.

Don't worry if this is unfamiliar to you! Dizon Financial is always willing to meet, answer questions, and share our knowledge of finance fundamentals.

SERVICE HIGHLIGHTS

  • IRA

  • Roth IRA

  • 401A

  • 403B Rollover

​Retirement Planning can be challenging. Dizon Financial believes that the best way to incorporate life insurance into your retirement-planning strategy is to get the right death benefit for your family at the lowest cost, so you have the most money left over to take other key steps toward financial security. 

We can help you do that. Contact us now to talk more about your options.

SERVICE HIGHLIGHTS

  • Proper Protection Life Insurance:
    Term,
    Return of Premium Term, Index Universal Life Insurance with Living Benefits

  • Final Expenses: Non-Medical Life Insurance, Key-Person Insurance

Pre-Need Planning refers to any aspect of arranging, planning, and funding a funeral before a death occurs. 

Dizon Financial understands the value of pre-planning. When the death of a loved one occurs, family members must take on the responsibility of arranging for the funeral and paying for it during a time of grief and emotional distress.

SERVICE HIGHLIGHTS

  • Personalize One's Services

  • Control Costs and Avoid Spending Too Much or Too Little

  • Gain Peace of Mind for You and Your Family

 
 
 
 
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